SUMMITS VIEW

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2019

Legal Domicile

Principal Officer

PAUL DAVID LOVELY

Phone

9378306495

Tax Period

2019-01-01 to 2019-12-31

SUMMITS VIEW, founded in 2019, is a micro nonprofit that reported $97K in total revenue in fiscal year 2019. The organization ran a surplus of $61K, a strong 63% operating margin.

Mission

PROVIDING SAFE, SUPERVISED, RESIDENTIAL SERVICES AND EDUCATIONAL ASSISTANCE TO AT RISK YOUTH.

Program Service Accomplishments

Program 1

Expenses: $36,006 Revenue: $30,274

AT RISK YOUTH ARE HOUSED AT SUMMITS VIEW WHERE THEY RECEIVE THREE DAILY MEALS, SUPERVISED CARE, ATTEND CLASSES, RECEIVE TRAINING, AND PARTICIPATE IN SOCIAL AND PHYSICAL ACTIVITIES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2019)

Revenue Breakdown

Contributions & Grants $66,873

Program Service Revenue $30,274

Investment Income $0

Other Revenue $0

TOTAL REVENUE $97,147

Expense Breakdown

Grants Paid $33,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $36,006

Other Expenses $3,006

TOTAL EXPENSES $36,006

Year-over-Year Comparison

	2019	2018	Change
Revenue	$97,147	N/A	N/A
Expenses	$36,006	N/A	N/A
Net Income	$61,141	N/A	N/A

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIAN DAULTON	PRESIDENT	2.00	Officer	$0	$0	$0
BRIAN SMITH	TREASURER	2.00	Officer	$0	$0	$0
PAUL DAVID LOVELY	DIRECTOR	2.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2019	$97,147	$36,006	$61,141	$61,141